13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001831316
Total reported value
$354.7M
$354.7M
1119 檔
29.5%
In Q4 2024, Rise Advisors, LLC's U.S. equity holdings reached a combined market value of $354.7M, distributed across 1119 disclosed stock positions.
In Q4 2024, Rise Advisors, LLC adopted a defensive or profit-taking posture, trimming 117 positions and completely liquidating 14 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, DFCF) accounted for 29.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1119 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 14.09% | -0.01% | +6.56% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.80% | +0.79% | +3.82% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.59% | -0.01% | +10.73% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 6.21% | — | -3.00% | |
| 5 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.66% | -0.02% | -13.50% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 4.23% | — | -0.56% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 2.53% | — | -5.38% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 2.30% | -0.01% | -0.96% | |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.80% | — | -6.62% | |
| 10 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.63% | — | -17.74% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.25% | -6.61% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | +0.42% | -0.44% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.06% | +0.02% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.03% | +0.23% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.77% | +0.01% | +18.22% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | -0.03% | -0.81% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.54% | -0.41% | EXIT | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | — | +0.56% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | — | -0.26% | |
| 20 | TMP | Tompkins Financial CORP | Stock-Other | 0.52% | +0.01% | -0.05% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.51% | -0.44% | -4.45% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.05% | -1.96% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.49% | -0.03% | +2.13% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.09% | -0.58% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.02% | +2.29% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | +0.01% | +13.86% | |
| 27 | PAYX | Paychex Inc | Stock-Tech | 0.33% | -0.01% | -7.79% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | +0.02% | -2.24% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.31% | -0.18% | EXIT | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.30% | -0.31% | +1.01% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.28% | +0.02% | -3.88% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | -0.02% | -8.87% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | +0.01% | +0.93% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.27% | +0.02% | -4.08% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | — | +2.95% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | — | -0.42% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | -0.02% | -9.59% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | -0.08% | -3.56% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | — | -0.92% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | -0.14% | +1.07% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.24% | -0.05% | +0.11% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.23% | -0.06% | EXIT | |
| 43 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.23% | — | -1.34% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.23% | -0.01% | -0.73% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | -0.01% | +0.86% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | -0.04% | -9.63% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | +0.05% | -5.87% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.07% | -1.15% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.21% | +0.01% | -1.44% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | — | -12.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.4% | +3.82% | Add |
| 2 | DFCF | Dimensional Core Fixed Inc | +0.7% | +10.73% | Add |
| 3 | VTV | Vanguard Value ETF | +0.5% | +6.56% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | -1.96% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.2% | +0.02% | Add |
| 6 | JPST | Jpmorgan Ultra-short Income | +0.1% | +18.22% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.81% | Trim |
| 8 | TMP | Tompkins Financial CORP | +0.1% | -0.05% | Trim |
| 9 | AVGO | Broadcom Inc | +0.1% | +2.95% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.29% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | -6.61% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.86% | Add |
| 13 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 14 | XLV | Ss Health Care Select Sector | 0% | +46.26% | Add |
| 15 | BA | Boeing Co/the | 0% | +0.11% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.56% | Add |
| 17 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 18 | BAC | Bank Of America CORP | 0% | -0.42% | Trim |
| 19 | XLF | Ss Financial Select Sector | 0% | -5.38% | Trim |
| 20 | V | Visa Inc-class A Shares | 0% | +0.84% | Add |
| 21 | NFLX | Netflix Inc | 0% | -2.88% | Trim |
| 22 | WFC | Wells Fargo & Co | 0% | +0.51% | Add |
| 23 | GS | Goldman Sachs Group Inc | 0% | -2.01% | Trim |
| 24 | CRM | Salesforce Inc | 0% | -3.87% | Trim |
| 25 | CSCO | Cisco Systems Inc | 0% | -3.88% | Trim |
| 26 | NOW | Servicenow Inc | 0% | +0.45% | Add |
| 27 | JSI | Jh Securitized Income ETF | 0% | NEW | New buy |
| 28 | MS | Morgan Stanley | 0% | -2.68% | Trim |
| 29 | LULU | Lululemon Athletica Inc | 0% | +0.39% | Add |
| 30 | MA | Mastercard Inc - A | 0% | -0.92% | Trim |
| 31 | MDY | State Street Spdr S&p Midcap | 0% | +6.57% | Add |
| 32 | WMT | Walmart Inc | 0% | -4.55% | Trim |
| 33 | VST | Vistra CORP | 0% | -0.64% | Trim |
| 34 | EXE | Expand Energy CORP | 0% | NEW | New buy |
| 35 | PRMB | Primo Brands CORP | 0% | NEW | New buy |
| 36 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 37 | AAPL | Apple Inc | 0% | -4.45% | Trim |
| 38 | GM | General Motors Co | 0% | +0.20% | Add |
| 39 | BX | Blackstone Inc | 0% | -7.37% | Trim |
| 40 | MSTR | Strategy Inc | 0% | -11.63% | Trim |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +2.13% | Add |
| 42 | DECK | Deckers Outdoor CORP | 0% | +0.51% | Add |
| 43 | GDDY | Godaddy Inc - Class A | 0% | — | Unchanged |
| 44 | SW | Smurfit Westrock Plc | 0% | NEW | New buy |
| 45 | SCHX | Schwab US Large-cap ETF | 0% | +459.52% | Add |
| 46 | DFSEUR | Discover Financial Services | 0% | -3.92% | Trim |
| 47 | LIN | Linde plc | 0% | +29.17% | Add |
| 48 | CMG | Chipotle Mexican Grill Inc | 0% | -1.34% | Trim |
| 49 | BIPC | Brookfield Infrastructure-a | 0% | NEW | New buy |
| 50 | GEV | GE Vernova Inc | 0% | -1.03% | Trim |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $354.7M across 1119 disclosed positions in Q4 2024.
During Q4 2024, Rise Advisors, LLC's top holdings by market value included VTV (14.1%)、VUG (13.8%)、DFCF (11.6%). The largest single position, VTV, represented 14.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
ANET
市值: $85.7K
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $128.2K
In Q4 2024, Rise Advisors, LLC made 188 total portfolio adjustments, initiating 8 new buys, adding to 49 positions, trimming 117 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.